“If you want to lift yourself up, lift up someone else..”
—Booker T. Washington
I joined the Beauport Team in November of 2022 bringing over 15 years of industry knowledge, experience, and best practice from an investment management company in Boston.
My responsibilities at Beauport include overseeing all client accounts while managing their asset allocations, reviewing cash balances, processing trades, and timely delivery of client distributions. Alongside with the Managing Partners and Investment Committee, I work to implement the firm’s investment strategies. In addition, I work closely with all members of the Investment Operations Team and Beauport Advisors to ensure the accuracy of our Client Review Process and timely execution of client requests.
Education
Endicott College, BS Business Administration, Concentration in Finance
Away From the Office
My wife, Kara and I live in Beverly with our two daughters Adlee and Haiden. We enjoy spending our time outdoors whether it is taking our dogs for a walk, going for a hike, or skiing.
